The homepage is typically the commencement tab a user lands on when logging into Salesforce, giving them access to everything they need to manage their twenty-four hour period.

You tin have multiple homepages in Lightning, assigned as the org default, or assigned to Apps or specific profiles. This ensures that different groups of users see what's relevant to them.

A Salesforce homepage can be edited or created using the Lightning App Architect: a point-and-click tool that enables you to create pages for Salesforce Lightning Experience and the mobile app.

How To Set Upwardly a Homepage In Lightning Experience

Go to Know the Lightning App Builder

You can edit the existing homepage by navigating to the Home tab, clicking the gear icon and selecting Edit Page.

Yous can too create new ones from the Lighting App Builder by going to Setup > User Interface > Lightning App Builder.

Are There Homepage Layout Templates?

Good news, yes at that place are! When creating a brand new homepage, you'll be prompted to cull a template. To make it easier, you may too choose to clone it.

Customize Your Salesforce Homepage

Next, y'all'll add components to the homepage. Useful standard components for the homepage could include:

  • Central Deals – an Opportunity list that can be filtered by users to show all their deals, deals closing soon, and other helpful list views.
  • Homepage Assistant – displays up to ten updates almost Leads and Opportunities.
  • Contempo Records – records a user has viewed recently for easy admission.
  • Performance – displays Opportunities for the current sales quarter that are closed or open with a probability of over 70%.
  • Today'due south Events
  • Today's Tasks

You can make homepages fifty-fifty more than useful by calculation tools similar listing views, reports, and dashboards!

I created a Salesforce homepage for a recruitment team and included some useful views to testify open up and airtight jobs, as well equally a report chart.

Brand Components Conditionally Visible

You tin make components conditionally announced based on criteria you set. For example, if you have a default homepage, you could make the Operation component announced only for users with the Sales Profile.

Once y'all are happy with your homepage, click 'Salvage'.

Actuate Your Salesforce Lightning Homepage

You'll need to activate your page before users can see it – click Actuate in the top, righthand corner.

Next, you lot'll assign the homepage equally the org default, for a specific App, for specific profiles, or a combination of Apps and Profiles.

You can review your homepages and their assignments from Setup > Feature Settings > Home.

Summary

The homepage is oft the first tab your users see, so make it count! Find out what different groups of users want and demand to see, then build your homepage using the super simple Lightning App Builder… your users will thanks for it (and I recall yous'll have fun as well!).